A detailed history of Montis Financial, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Montis Financial, LLC holds 3,397 shares of CAT stock, worth $1.22 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
3,397
Previous 3,457 1.74%
Holding current value
$1.22 Million
Previous $1.15 Million 15.38%
% of portfolio
0.47%
Previous 0.53%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$316.8 - $391.12 $19,008 - $23,467
-60 Reduced 1.74%
3,397 $1.33 Million
Q2 2024

Aug 07, 2024

SELL
$321.47 - $379.3 $20,574 - $24,275
-64 Reduced 1.82%
3,457 $1.15 Million
Q1 2024

Apr 16, 2024

SELL
$278.63 - $366.43 $159,654 - $209,964
-573 Reduced 14.0%
3,521 $1.29 Million
Q2 2023

Jul 31, 2023

BUY
$205.75 - $247.67 $205 - $247
1 Added 0.02%
4,094 $1.01 Million
Q1 2023

May 11, 2023

BUY
$215.01 - $264.54 $19,350 - $23,808
90 Added 2.25%
4,093 $936,000
Q3 2022

Oct 25, 2022

SELL
$162.44 - $198.25 $1,299 - $1,586
-8 Reduced 0.2%
4,003 $657,000
Q2 2022

Jul 27, 2022

SELL
$178.67 - $235.08 $893 - $1,175
-5 Reduced 0.12%
4,011 $717,000
Q1 2022

May 02, 2022

SELL
$182.83 - $229.87 $2,559 - $3,218
-14 Reduced 0.35%
4,016 $895,000
Q4 2021

Jan 24, 2022

BUY
$188.94 - $214.25 $95,414 - $108,196
505 Added 14.33%
4,030 $833,000
Q3 2021

Oct 26, 2021

BUY
$189.84 - $221.66 $949 - $1,108
5 Added 0.14%
3,525 $681,000
Q4 2020

Feb 10, 2021

BUY
$146.71 - $182.21 $516,419 - $641,379
3,520 New
3,520 $636,000

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $190B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
Track This Portfolio

Track Montis Financial, LLC Portfolio

Follow Montis Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montis Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montis Financial, LLC with notifications on news.